Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Featured Video

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

• Articles

  Financial Strategies for Women

  Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

  Retirement Income and the Traditional Portfolio

  Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

  Immediate vs. Deferred Annuities

  Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

  Why Medicare Should Be Part of Your Retirement Strategy

  How Medicare can address health care needs in your retirement strategy.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Why Do Renters Have to Save More?

  How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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• Calculators

  Estimate Your RMD

  Calculate your required minimum distribution amount based on your account balance and age.

  The Power of 401k Catch-Ups

  See how catch-up contributions after age 50 could significantly boost your retirement balance.

  Roth 401(k) vs. Traditional 401(k)

  Compare Roth and traditional 401(k) options to see which may work better for your situation.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

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• Videos

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  Timing Your Retirement

  This short video illustrates the importance of understanding sequence of returns risk.

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  View all videos